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Petredis Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Petredis Investment Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Sell
38,608
-607
-2% -$174K 0.79% 33
2026
Q1 		$10.3M Sell
39,215
-218
-0.6% -$59K 0.84% 31
2025
Q4 		$10.2M Sell
39,433
-525
-1% -$134K 0.8% 28
2025
Q3 		$10.2M Sell
39,958
-755
-2% -$187K 0.81% 29
2025
Q2 		$9.65M Sell
40,713
-47,237
-54% -$10.5M 0.84% 29
2025
Q1 		$19.5M Buy
87,950
+1,187
+1% +$283K 2.04% 14
2024
Q4 		$20.8M Buy
86,763
+40,781
+89% +$10M 2.15% 13
2024
Q3 		$10.9M Buy
45,982
+578
+1% +$131K 1.16% 18
2024
Q2 		$9.9M Sell
45,404
-53
-0.1% -$11.6K 1.11% 19
2024
Q1 		$10.4M Buy
45,457
+640
+1% +$138K 1.25% 18
2023
Q4 		$9.56M Sell
44,817
-1,334
-3% -$257K 1.25% 17
2023
Q3 		$8.73M Sell
46,151
-708
-2% -$141K 1.24% 19
2023
Q2 		$9.32M Sell
46,859
-371
-0.8% -$70.1K 1.28% 17
2023
Q1 		$8.95M Buy
47,230
+5,680
+14% +$1.1M 1.4% 17
2022
Q4 		$7.63M Buy
+41,550
New +$7.7M 1.38% 15

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Petredis Investment Advisors's VB Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, selling an estimated $174K and leaving 38,608 shares worth $11.7M. The position accounts for 0.79% of the portfolio, ranked #33.

Petredis Investment Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.8M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Petredis Investment Advisors held 38,608 shares of Vanguard Morningstar Small-Cap ETF worth $11.7M as of Q2 2026.
  • Petredis Investment Advisors sold 607 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $174K.
  • Vanguard Morningstar Small-Cap ETF made up 0.79% of Petredis Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Petredis Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $20.8M in Q4 2024.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.